Aspen Errors

3. Confirm the customer wants to accept the reallocation plan. Read the verbatim disclosure to the customer word for word
6. Confirm the information entered is correct, read the routing number (or bank name), account number, and the amount on the Pay by Phone window back to the customer to verify the information is correct.
7. For CLI, if an income amount a customer provides is not clear, repeat the amount back to ensure accuracy. Example: If the customer states they make $80, clarify if they meant $80,000.
8. Note the date that the direct mail offer posted to the account notes.
9. Prior to creating a recurring payment plan, the caller must verify that they are authorized to use the checking account that the payments will be drawn from.

1. For 3rd party lost/stolen: send letter 5104 for the customer to contact us so we can follow up with the reporting as needed.
2. Only stop a NICE recording when: The customer specifically states that the call not be recorded. A representative transferring a call states that the customer requested that the call not be recorded.
4. Fact Act Alert:"We are showing a consumer alert has been placed on your credit file. Can you please verify the phone number contained in that alert?” Reminder: Do not provide the phone number to the customer.
5. A promo interest charge is being adjusted and the account has a revolving balance
6. In the Contact Relationship window, click the appropriate description of the caller.